CPX.TO
Trust-weighted public proof page for CPX.TO. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.
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Meta announces groundbreaking of a new 1GW AI-optimized data center in Sturgeon County, Alberta (Meta’s first in Canada; 33rd globally), representing >CAD $13B investment plus ~CAD $60M local infrastructure improvements. Meta states it will fully fund new generation and grid infrastructure in Alberta to support the facility, coordinating with local grid/transmission stakeholders (incl. AltaLink and Capital Power). This is first-party evidence of continued AI infrastructure buildout/capex intensi
Current stance
- beneficiary via Meta AI infrastructure buildout remains an explicit priority; treat as reinforcement of the ‘capex now for AI product moat later’ narrative. from https://about.fb.com/news/category/utility/recent-news/feed (confidence 0.46)
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